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First Trust SMID Cap Rising Dividend Achievers ETF
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Overview Fund Activity

235 hedge funds and large institutions have $2.07B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 109 increasing their positions, 47 reducing their positions, and 10 closing their positions.

Holders
235
Holders Change
+58
Holders Change %
+32.77%
% of All Funds
3.45%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
69
Increased
109
Reduced
47
Closed
10
Calls
$187K
Puts
–
Net Calls
+$187K
Net Calls Change
+$187K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$408M
2
LPL Financial
2
LPL Financial
California
$298M
3
Wells Fargo
3
Wells Fargo
California
$147M
4
Bank of America
4
Bank of America
North Carolina
$57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$35.6M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$53.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$34.3M
3
KWM
3
Kolinsky Wealth Management
New Jersey
$0
4
PFS
4
Prospera Financial Services
Texas
$17.5M
5
Mariner
5
Mariner
Kansas
$6.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$408M 12,462,942 +8,485,871 +213%
LPL Financial
2
LPL Financial
California
$298M 9,093,465 +2,223,318 +32%
Wells Fargo
3
Wells Fargo
California
$147M 4,477,768 +2,009,597 +81%
RJA
4
Raymond James & Associates
Florida
$84.5M 2,579,613 +590,680 +30%
Truist Financial
5
Truist Financial
North Carolina
$68.9M 2,103,636 -63,520 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$59.2M 1,805,918 +536,816 +42%
Bank of America
7
Bank of America
North Carolina
$57M 1,740,815 +1,236,043 +245%
UBS Group
8
UBS Group
Switzerland
$55.9M 1,705,975 +530,102 +45%
Osaic Holdings
9
Osaic Holdings
Arizona
$53.9M 1,644,409 -119,815 -7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$51.7M 1,576,591 +399,680 +34%
Stifel Financial
11
Stifel Financial
Missouri
$51.4M 1,569,284 +574,141 +58%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$36.9M 1,124,901 +630,424 +127%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$35.6M 1,087,452 +667,805 +159%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$34.3M 1,045,738 -114,880 -10%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$27.4M 837,204 +42,309 +5%
William Blair & Company
16
William Blair & Company
Illinois
$23.9M 728,511 +160,677 +28%
PAG
17
Private Advisor Group
New Jersey
$22.9M 697,464 +211,827 +44%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$19.8M 602,828 +185,418 +44%
PFS
19
Prospera Financial Services
Texas
$17.5M 533,298 -83,226 -13%
KAS
20
Kestra Advisory Services
Texas
$16.8M 511,587 +335,725 +191%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$16.6M 507,344 +297,453 +142%
Jane Street
22
Jane Street
New York
$15.5M 471,494 +375,412 +391%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$15.4M 470,178 +92,392 +24%
SPIA
24
Steward Partners Investment Advisory
New York
$14.9M 456,026 +237,595 +109%
MML Investors Services
25
MML Investors Services
Massachusetts
$13.8M 421,379 +16,369 +4%
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